Western Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,004 shares of GRID stock, worth $241,502. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,004

Previous 2,002 0.1%

Holding current value

$241,502

Previous $231,000 10.39%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$110.06 - $128.44 $220 - $256	2 Added 0.1%	2,004 $255,000
Q2 2024 Jul 19, 2024	BUY	$109.73 - $121.69 $438 - $486	4 Added 0.2%	2,002 $231,000
Q1 2024 May 02, 2024	BUY	$98.77 - $114.86 $395 - $459	4 Added 0.2%	1,998 $228,000
Q4 2023 Jan 31, 2024	BUY	$85.32 - $105.07 $170,128 - $209,509	1,994 New	1,994 $208,000
Q3 2022 Nov 04, 2022	BUY	$75.24 - $92.07 $69,822 - $85,440	928 Added 23.69%	4,845 $366,000
Q2 2022 Jul 18, 2022	BUY	$76.95 - $95.23 $538 - $666	7 Added 0.18%	3,917 $303,000
Q1 2022 May 10, 2022	SELL	$83.69 - $103.52 $79,254 - $98,033	-947 Reduced 19.5%	3,910 $368,000
Q4 2021 Feb 14, 2022	BUY	$92.42 - $105.89 $448,883 - $514,307	4,857 New	4,857 $497,000

Others Institutions Holding GRID

# of Institutions

273

Shares Held

8.97M

Call Options Held

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

Western Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History